Agendas are created inside each meeting workspace. There is no separate top-level Agendas & Minutes area in the current BoardSite navigation.

Before you begin: Create the meeting first. You also need permission to edit that meeting’s agenda.

Open the agenda #

1. Open Meetings and select Upcoming or Past.
2. Select the meeting title.
3. In the meeting workspace, select the Agenda tab.

Add an agenda heading #

1. Select Add Heading.
2. Enter the agenda item description.
3. Optional: link an existing vote or select Add Vote.
4. Optional: choose a speaker or presenter.
5. Optional: associate the item with a committee.
6. Optional: select documents from the Document Library or upload new files.
7. Select Add Heading to save the item.

Organize the agenda #

• Use the item controls to edit or remove a heading.
• Add a child item under an existing heading to create a subheading.
• Use the move controls to reorder items. Available controls depend on the item’s current position.
• Select Download Agenda when you need a downloadable copy.

Change the agenda status #

1. Select Change Status on the Agenda tab.
2. Choose Draft, Published, or Approved.
3. Optional: select the email-notification option. Notifications are sent only to members who can access the meeting.
4. Select Change.

• Draft: keeps the agenda in preparation and limits member visibility.
• Published: makes the agenda visible to permitted meeting participants.
• Approved: records that the agenda has been approved and prevents ordinary future editing.

Committee meetings: Visibility and status notifications are limited to people who have access to the committee meeting.

Troubleshooting #

• If the Agenda tab is visible but editing controls are missing, ask an administrator to review your meeting and agenda permissions.
• If a document is missing from the library picker, confirm that you can access its folder or committee.
• If members cannot see the agenda, check both the agenda status and the meeting’s status and visibility.

Related articles #

• How do I schedule a new meeting?
• How do I add documents to my meeting for members to review?
• How do I record the minutes for a meeting?